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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
951
HBK Sorce Advisory
Pennsylvania
$2.1M -$456K -4,617 -14%
CI
952
Conning Inc
Connecticut
$2.1M -$61.4K -621 -2%
ZB
953
Zions Bancorporation
Utah
$2.1M +$277K +2,802 +11%
EWM
954
Empirical Wealth Management
Washington
$2.1M -$69.2K -700 -2%
CRWM
955
Castle Rock Wealth Management
California
$2.1M -$10.2K -103 -0.4%
WGA
956
Weather Gauge Advisory
Virginia
$2.1M -$42.8K -433 -1%
MHIC
957
Marble Harbor Investment Counsel
Massachusetts
$2.1M +$62.3K +630 +2%
PVWM
958
Point View Wealth Management
New Jersey
$2.09M +$462K +4,674 +19%
WEC
959
Winslow Evans & Crocker
Massachusetts
$2.09M -$91.7K -928 -3%
BHWA
960
Beacon Harbor Wealth Advisors
Virginia
$2.08M +$1.04M +10,528 +58%
GIP
961
Greatmark Investment Partners
Georgia
$2.08M -$12.8K -130 -0.5%
SWMG
962
Signature Wealth Management Group
Georgia
$2.08M +$47.4K +480 +2%
BBI
963
Baxter Bros Inc
Connecticut
$2.08M +$531K +5,376 +23%
N
964
Natixis
France
$2.08M -$3.57M -36,104 -56%
HAG
965
HighPoint Advisor Group
Illinois
$2.08M -$444K -4,497 -16%
BFA
966
Benedict Financial Advisors
Georgia
$2.07M +$41.9K +424 +2%
JCM
967
Jacobi Capital Management
Pennsylvania
$2.07M +$250K +2,529 +10%
IC
968
Intersect Capital
California
$2.07M -$304K -3,076 -10%
GIM
969
Guardian Investment Management
California
$2.06M -$264K -2,674 -9%
AP
970
Advisor Partners
California
$2.06M -$4.4M -44,498 -61%
APP
971
Avantax Planning Partners
Iowa
$2.06M +$35.4K +358 +1%
BZWA
972
Blue Zone Wealth Advisors
California
$2.05M +$2.8M +28,322 New
BMM
973
Buffington Mohr McNeal
Idaho
$2.05M +$219K +2,212 +9%
PFS
974
Physicians Financial Services
North Carolina
$2.04M -$19.2K -194 -0.7%
PIM
975
Penobscot Investment Management
Massachusetts
$2.04M -$221K -2,235 -7%
37 38
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